The Bourne Bridge Data Dump

[mrmarket]

My next winner will come from this friendly batch:

ABII ABV ABVC ACF AEZ AGP AGU AHD AI AKAM ALGN ALLT ALTR AMT AMZN ANV AOS APL ARLP ARMH ARUN ATML AUDC AWRCF AXTI AZO BBD BCA BCH BCIS BCPC BFR BFR BIDU BMA CACC CBG CBT CEO CIS CLF CLW CMI CNK CRVL CRWS CTCH CTIB CTRP CVGW CVU CXO CYT DAVE DECK DISCA DISCK DLTR DORM DTG DTV DX EDU EGO EPB EVOL EXXI FDO FFIV FMCN FN GDI GENT GIII GMCR GORO GSIT HAS HDB HGRD HIS HLF HLIT HMIN HS HWK INFA IPGP ISIG ISLN IT JADE JAS JKS JOBS KWR LFL LGL LMAT LVS LXK LZ MBVT MCRS MFB MIPS MKTX MNRO MOCO MOS MPAA MRX MSB MVO NEM NEOG NGLS NNBR NNI NR NROM NTAP NTCT NTL NTWK NVS NXTM NYM ONE ORLY PDEX PLCE PLUS PNRA POL PPCO PPO PRGO PVD RADS RCI RELL RES RFIL ROC ROVI RVBD RYN SAM SAN SBGI SDISCA SHMR SHOO SHS SINA SLH SLI SLP SLW SOL SOLF SOLR SPRD SRCL STRI SUMR SVM SWKS SWTX TCCO TDC TGA TIBX TKR TRE TRW UA UFPT UG UGP ULTA UNCA UNP UVYZY VG VGR VIT VLCCF VMW VOLC VPHM WAIN WCRX WES WINA WRLD WYNN ZGEN ZIXI

which ones do you like?

[riverbabe]

Not GMCR

My next winner will come from this friendly batch:

ABII ABV ABVC ACF AEZ AGP AGU AHD AI AKAM ALGN ALLT ALTR AMT AMZN ANV AOS APL ARLP ARMH ARUN ATML AUDC AWRCF AXTI AZO BBD BCA BCH BCIS BCPC BFR BFR BIDU BMA CACC CBG CBT CEO CIS CLF CLW CMI CNK CRVL CRWS CTCH CTIB CTRP CVGW CVU CXO CYT DAVE DECK DISCA DISCK DLTR DORM DTG DTV DX EDU EGO EPB EVOL EXXI FDO FFIV FMCN FN GDI GENT GIII GMCR GORO GSIT HAS HDB HGRD HIS HLF HLIT HMIN HS HWK INFA IPGP ISIG ISLN IT JADE JAS JKS JOBS KWR LFL LGL LMAT LVS LXK LZ MBVT MCRS MFB MIPS MKTX MNRO MOCO MOS MPAA MRX MSB MVO NEM NEOG NGLS NNBR NNI NR NROM NTAP NTCT NTL NTWK NVS NXTM NYM ONE ORLY PDEX PLCE PLUS PNRA POL PPCO PPO PRGO PVD RADS RCI RELL RES RFIL ROC ROVI RVBD RYN SAM SAN SBGI SDISCA SHMR SHOO SHS SINA SLH SLI SLP SLW SOL SOLF SOLR SPRD SRCL STRI SUMR SVM SWKS SWTX TCCO TDC TGA TIBX TKR TRE TRW UA UFPT UG UGP ULTA UNCA UNP UVYZY VG VGR VIT VLCCF VMW VOLC VPHM WAIN WCRX WES WINA WRLD WYNN ZGEN ZIXI

which ones do you like?

Not GMCR. Look what happened to the stock today after announcement last night re. SEC investigation of "accounting irregularities." http://www.bloomberg.com/news/2010-0...tml?cmpid=yhoo

[buckhunter]

AZO I tell ya, AZO!

[tiedyed1]

Solr

I believe an >15% gain in 4-6 weeks is definitely in the cards for SOLR
(Do your DD and you will see!)

[peanuts]

I believe an >15% gain in 4-6 weeks is definitely in the cards for SOLR
(Do your DD and you will see!)

Yes, this was also in my screened list of the data dump. Good choice. I've been waiting for a good entry, but haven't gotten in, yet.

[tiedyed1]

Yes, this was also in my screened list of the data dump. Good choice. I've been waiting for a good entry, but haven't gotten in, yet.

I jumped into SOLR last week and amazed at the value in this stock. A manufacturing company with zero debt? Unbelievable.

The company has absolutely no debt, 112% year over year revenue growth, forward P/E of about 8, P/S of 2, over $270 million in cash. They are in a sweet spot as customers include various solar companies, as well as companies in the chemical industry. Looking long term, any entry at this time is a relatively safe one, but under $8 is when I hope to add more to my position. My target is $10. Buy at 8, sell at 10? 25%? Whoa.

The chart is a bit erratic so it may not be the Bourne Bridge winner but definitely one to share with this board!

[Peter Hansen]

Ulta

ULTA once again, some of the older gals , will skip their Dr's visit but they will hop over theri dead hubby to get to that beauty parlor! GO ULTA!

[minni17]

Wrld

Mr. Market............You are huge, and I greatly respect your stockpicking prowess. I began to look at WRLD but this article concerns me:

http://seekingalpha.com/article/228963-world-acceptance-s-lending-business-could-implode-as-a-result-of-new-consumer-regulation?source=yahoo

Perhaps you can get in and out with your 15% before anything happens but I think their is strong merit to this article.
Good luck to you either way....and the finest of meats and cheeses for ya !!

[Eric]

I've been monitoring SOLR since this dump. I work with PV systems so it interests me. SOLR seemed to have lost some traction since the huge sell off last Monday. Peanuts or tiedyed1 care give a quick technical analysis on the situation?

[Eric]

News on SOLR:

http://www.businesswire.com/news/home/20101104007145/en/GT-Solar-Selected-Provide-Broad-Range-Polysilicon

It's still on my radar.

EDIT:
SOLD my SOLR just after it popped and before the recent negative industry wide announcements. Phew.